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Summit Financial’s Healthcare Realty HR Stock Holding History

Summit Financial’s Portfolio HR Stock Details HR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Buy
10,658
+21
+0.2% +$408 ﹤0.01% 1495
2026
Q1 		$181K Buy
10,637
+88
+0.8% +$1.54K ﹤0.01% 1360
2025
Q4 		$179K Buy
+10,549
New +$188K ﹤0.01% 1252

Other funds holding HR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Summit Financial's HR Position: Q2 2026 in Review

Summit Financial increased its Healthcare Realty (HR) stake by 0.2% in Q2 2026, buying an estimated $408 and bringing the position to 10,658 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Summit Financial first reported a position in HR in Q4 2025 and has held it in 3 quarters since. 460 funds tracked by Wall St. Rank hold HR as of Q2 2026.

  • Summit Financial held 10,658 shares of Healthcare Realty worth $215K as of Q2 2026.
  • Summit Financial bought 21 Healthcare Realty shares in Q2 2026, an estimated $408.
  • Healthcare Realty made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1495 holding.
  • Summit Financial first reported a position in Healthcare Realty in Q4 2025 and has held it in 3 quarters since.
  • 460 funds tracked by Wall St. Rank held Healthcare Realty as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.